WCI #321: The Family Board Meeting with Jim Shiels
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 29 June 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Today we are talking with our friend Jim Shiels about his book, The Family Board Meeting. Jim is a father of 5 and passionate about helping families have the best relationships they can. He talks about the importance of putting your phone down and having scheduled one on one time with your children as well as weekly dates with your partner. We hope you learn some helpful tips on how to dramatically strengthen your family!
Getting quality disability and life insurance should be the first financial chore for a doctor to complete. Most docs don't have the ideal policy for their gender, specialty, state, or health status and 1 in 7 doctors get disabled at some point during their career. Because these policies can only be purchased through brokers, we have put together a list of vetted agents who are experienced with working with the specific needs of medical professionals and who have your best interest at heart. If you have questions about insurance and what kind of policies would be the best fit for you, check out our insurance recommended list at https://www.whitecoatinvestor.com/insurance and feel the peace of mind that comes with knowing you have the optimal policy in place. You can do this and The White Coat Investor can help.
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
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Transcript
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| 0:00.0 | This is the White Coat Investor Podcast where we help those who wear the White Coat get a fair |
| 0:04.8 | shake on Wall Street. We've been helping doctors and other high-income professionals stop doing |
| 0:09.6 | dumb things with their money since 2011. This is White Coat Investor Podcast number 321, |
| 0:19.1 | the family board meeting with Jim Shields. Today's episode is brought to us by SoPine, |
| 0:23.7 | folks who help you get your money right. They've got exclusive rates and offers to help medical |
| 0:27.7 | professionals like you when it comes to refinancing your student loans. That could end up saving |
| 0:31.8 | you thousands of dollars. Still in residency, SoPine offers competitive rates in the ability to |
| 0:36.4 | whittle down your payments to just $100 a month while you're still in residency. |
| 0:40.2 | Artiata Residency, SoPine has got you covered there too. With great rates, it can help you save |
| 0:44.0 | money, get on the road to financial freedom. Check out their payment plans and interest rates at |
| 0:48.4 | SoPine.com slash White Coat Investor. SoPine's students are originated by SoPine Bank and a member |
| 0:53.0 | of FDIC, additional terms and conditions they apply, animal S, 696, 891. |
| 0:59.2 | All right, it's great to be back with you. I've been off on a few trips. Not the one I told you |
| 1:05.3 | about though, we had to cancel our climb of Hathcomb. The main reason was because it rains, |
| 1:11.3 | all summer in Yosemite these days. I think for 14 days straight, we were supposed to rain in |
| 1:16.4 | Yosemite and we just didn't want to be camping on a tiny little ledge, hundreds of feet in the sky, |
| 1:22.1 | at 9,000 feet, getting rained on for some reason. So we've had to postpone that trip. |
| 1:28.6 | But I was able to have a wonderful trip with my family. We went to Europe, |
| 1:34.0 | visited London and Paris and Normandy. It's all four kids and just had a wonderful time over there. |
| 1:41.2 | Very stressful to travel in new countries with all kinds of family members of course and |
| 1:47.2 | lots of jet lag and all that sort of thing. But I had some really wonderful experiences with them |
| 1:52.5 | there and had a good time. They had us to fit in at what adventure in the time that you know, |
... |
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